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Microsoft SharePoint

Microsoft SharePoint integration for sites, document libraries, files, and lists via Microsoft Graph

The Microsoft SharePoint integration lets your agents discover sites, browse and manage document libraries and files, and read and write SharePoint list items in a connected Microsoft 365 tenant through the Microsoft Graph API.

Prerequisites

  • A Microsoft 365 account (work or school) with access to the SharePoint sites you want the agent to use.
  • Permission to authorize third-party apps in your tenant. Many organizations require admin consent for the Sites.* scopes.

Setup

  1. Open Integrations from the sidebar

  2. Select Microsoft SharePoint from the catalog

  3. Click Add Integration Config

  4. Give the config a display name (e.g., "SharePoint — Marketing").

  5. Click Connect and complete the Microsoft sign-in.

  6. In the OAuth scope picker, choose which Graph permissions to grant. Each scope is requested independently:

    ScopeRequired forRecommended
    Read SharePoint sites (Sites.Read.All)Discovering sites, browsing files and lists (read-only)Yes
    Edit SharePoint sites (Sites.ReadWrite.All)Creating folders, uploading files, creating list items, deletingIf the agent writes
    Read files (Files.Read.All)Broader file-level read across OneDrive and SharePointOptional
    Edit files (Files.ReadWrite.All)Broader file-level writeOptional
    Read user profile (User.Read)Identifying the connected accountOptional
    Stay connected (offline_access)Background refresh so users aren't repromptedYes

    Read-only tools accept either the read or the read/write scope — so you can grant the narrower Sites.Read.All when the agent never writes.

  7. Grant only what the agent actually needs — the OAuth picker lets you uncheck scopes you don't want exposed.

  8. Save the config

Connection testing is available — click Test on the saved config to verify the credentials and granted scopes against Microsoft Graph before deploying.

Using in Your Agent

  1. Open your agent in Agent Studio and select an Agent Step
  2. Under Attached Integration Configurations, click Attach configuration and choose your config
  3. Attach SharePoint tools from the tools panel
  4. Tools are referenced as sharepoint.search_sites, sharepoint.list_drive_items, etc.

Most tools take IDs from earlier calls: start with Search Sites to get a site_id, then List Document Libraries for a drive_id, then browse with List Files & Folders. For lists, use List Lists to get a list_id.

Available Tools

Sites

ToolDescriptionAction Type
search_sitesSearch for sites across the tenantReadOnly
get_siteGet a site by ID or hostname pathReadOnly

Document Libraries & Files

ToolDescriptionAction Type
list_drivesList document libraries in a siteReadOnly
list_drive_itemsList files and folders in a folderReadOnly
get_drive_itemGet file/folder metadata and download URLReadOnly
search_driveSearch files by name or contentReadOnly
create_folderCreate a folderReversible
upload_text_fileCreate or replace a small text fileReversible
delete_drive_itemDelete a file or folder (to recycle bin)Irreversible

Lists

ToolDescriptionAction Type
list_listsList the SharePoint lists in a siteReadOnly
list_list_itemsList items (rows) in a listReadOnly
get_list_itemGet a single list item with its fieldsReadOnly
create_list_itemCreate a new list itemReversible

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